Anthony Bartlett and his team's approach is different from other financial planners. We believe that planning for saving and investing for growth (accumulating wealth) for the future purchase of a home, college tuition, vacations, emergencies, and for retirement is key. However, it is equally important to strategize for distributing those savings based on what is needed in the short term, years one through five, five years after that, and into the future. We like to think of it as putting aside money into separate buckets for each phase of your retirement journey to ensure that what you need is there for you when you need it.
People in general don’t always plan well. Often they just don’t give planning much thought or they know they need to plan, but are busy dealing with the day-to-day activities of living. Our role is to challenge the status quo and to help people avoid the frustration that results when there is a failure to plan.
Our clients want honesty and straight talk! They want to rely on an advisor who will help them invest so that their money grows and their assets are protected. But that is just the beginning. It is our responsibility to analyze our clients’ financial situations and tell them what they need to hear, not always what they might want to hear.
If you are ready to take a proactive approach to your personal financial situation and create a plan with solid retirement asset distribution strategies, call Bartlett Wealth Management at (774) 420-7575 or send me an email.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Your Company are not affiliated.
Company Details
- Employees
- 11
- Founded
- -
- Address
- One W Boylston Street,
- Phone
- 800.800.4612
- in****@****898.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- bartlettwealth.com
- Keywords
- Distribution Phase of Life, Retirement Planning, Deccumulation of Assets, Financial Planning, Investment Management, Social Security, Retirement Analysis.
- HQ
- Worcester, MA
Bartlett Wealth Management Questions
Bartlett Wealth Management's helpline number is 800.800.4612
Bartlett Wealth Management's website is bartlettwealth.com
Bartlett Wealth Management's LinkedIn profile is https://www.linkedin.com/company/bartlettwealth
Bartlett Wealth Management has
11 employees.
View email and phone details for 11
employees at Bartlett Wealth Management.
Bartlett Wealth Management's industry is
Investment Management
Bartlett Wealth Management's top competitors are
Mahler Wealth Management,
Cabot Wealth Management,
Wealth Management Resource Group,
Oak Road Wealth Management,
Tellaro Wealth Management,
Argent Wealth Management, Llc,
Libre Advisor Network,
Baobab Wealth Management,
Altus Wealth Management,
Neirg Wealth Management.
Bartlett Wealth Management's support email address is inquiries@bartlett1898.com
Bartlett Wealth Management's categories are Investment Management
Bartlett Wealth Management's founding year is 2017
